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iShares ESG Aware MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
Weinberger Asset Management
California
$884K +$17.2K +109 +2%
Lido Advisors
402
Lido Advisors
California
$870K +$13.4K +85 +2%
SRB
403
Shotwell Rutter Baer
Michigan
$869K -$12.5K -79 -1%
JRSI
404
Jeter Robert S II
$868K -$7.91K -50 -0.9%
MWM
405
MBE Wealth Management
Wisconsin
$858K +$8.54K +54 +1%
XT
406
XTX Topco
Cayman Islands
$854K -$2.28M -14,447 -73%
NW
407
NewEdge Wealth
Pennsylvania
$853K -$46K -291 -5%
RF
408
Rossby Financial
Florida
$848K +$87.9K +556 +12%
PS
409
Principal Securities
Iowa
$848K +$378K +2,393 +86%
AL
410
Aspiriant LLC
California
$842K – – –
PTC
411
Private Trust Company
Ohio
$841K -$67.4K -426 -8%
DA
412
Detalus Advisors
Missouri
$839K -$27.7K -175 -3%
MYIA
413
Mount Yale Investment Advisors
Colorado
$837K +$198K +1,251 +32%
NG
414
Navigation Group
California
$831K -$1.74K -11 -0.2%
RCA
415
Resonant Capital Advisors
Wisconsin
$826K – – –
AI
416
Atria Investments
North Carolina
$825K -$326K -2,064 -29%
CA
417
Chatterton & Associates
California
$813K +$14.9K +94 +2%
LPAM
418
Lodestar Private Asset Management
California
$812K -$23.4K -148 -3%
O3W
419
Omni 360 Wealth
New Jersey
$810K -$37.2K -235 -5%
MSFS
420
Main Street Financial Solutions
Pennsylvania
$803K +$21.3K +135 +3%
D.E. Shaw & Co
421
D.E. Shaw & Co
New York
$799K +$772K +4,882 New
IF
422
Intrua Financial
Texas
$785K -$949 -6 -0.1%
MWA
423
Motive Wealth Advisors
Michigan
$784K – – –
FA
424
FC Advisory
Pennsylvania
$783K +$18.2K +115 +2%
HFS
425
Howard Financial Services
Texas
$783K +$1.26K +8 +0.2%